December 06, 2017
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin
Deciding on your fee structure can be a challenge. In this episode, PJ Wallin fills us in on his method of payment structuring and gives some great insight into how to make it work for clients. He also shares the ups and downs of his career and his process of building a successful and …
November 29, 2017
Ep #128: Integrating Faith and Finance - The Career of Ben Wacek
Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He is slowly turning it into the ideal firm for him and his family, as he is able to work from home and prioritize time with his wife and …
November 22, 2017
Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters
XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important to us.
November 15, 2017
Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet
It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, …
November 08, 2017
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey
I’m excited to have Michael Kitces on the show to talk about XYPN's Inaugural Benchmarking Survey. This year, we hired The Ensemble Practice to survey XYPN members to really understand their businesses. The report was pretty lengthy, so Michael and I talk through some of the highlight …
November 01, 2017
Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton
Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also opens up to share the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost …
October 25, 2017
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin
What would you be able to accomplish if you were able to persevere through challenges in order to achieve your dreams? Alex Hopkin took advantage of both challenges and opportunities to advance her career and get to where she is today. Alex is now an associate planner with Gen Y Plann …
October 18, 2017
Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell
Becoming a financial planner wasn’t at the top of Jason Howell’s list, but through working in finance and politics he made his way into a career he's passionate about. He joins us on the show today to share his career and the growing process he went through. From running for political …
